Financial Paraplanner

7 days ago

London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000

Financial Paraplanner Role Overview

**About the Role**

Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK.

**Key Responsibilities**

* Assist Financial Advisers in preparing and presenting financial plans and reports to clients
* Conduct research and analysis to support the development of financial plans and recommendations
* Collaborate with the Financial Advisers to ensure seamless delivery of client services
* Maintain accurate and up-to-date records of client interactions and financial plans

**What We Offer**

* Competitive basic salary of £45k - £55k depending on experience
* Excellent benefits package and bonus structure
* Opportunity to progress to a Financial Planner role in 4-5 years
* Flexible working arrangement with 3 days of remote work per week

**About the Company**

Financial Divisions is a medium-sized Chartered independent financial advice business with a strong reputation for providing expert advice on pensions, investments, retirement planning, tax planning, IHT, trusts, and mortgages. Our clients come from a variety of industries, including the creative sector, with assets ranging from £100k to multiple millions.

**Requirements**

* Diploma qualification in a relevant field
* Strong analytical and research skills
* Excellent communication and interpersonal skills
* Ability to work effectively in a team environment

**How to Apply**

If you are a motivated and detail-oriented individual looking to advance your career in financial services, please contact Peter Fozard at Financial Divisions for more information.

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